Skip to content

Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At The Caton Group, we optimize your financial journey through modern technology and sophisticated expertise, providing dynamic, personalized strategies. We’re dedicated to connecting you with holistic, transparent advice that aligns with your unique goals.

Watch Video

Meet the team

Glen Caton, CFP®, BCom
Wealth Planner
Nick Cup, MBA, CFP®, CIM®
Portfolio Manager
Harris Whiting, CIM®
Associate Portfolio Manager

Team values

1

Client-First Approach

The Caton Group prioritizes personalized service, paying careful attention to each client’s unique goals and needs. Our diligent personalization builds trust and fosters meaningful relationships, helping clients feel valued and supported in their financial journeys. This client-first approach drives every decision we make, enabling us to design strategies that are tailored to achieve meaningful outcomes.

Driven by Ethics

Ethics guide every decision at The Caton Group. We believe a strong moral compass is essential to delivering high-quality service. By adhering to sophisticated ethical standards and industry regulations, we make sure our clients receive the most updated and accurate advice as it relates to their portfolios and personal values. This commitment permeates every aspect of our work, from onboarding new clients to providing ongoing support.

2
Group 1976 (1)

Our dedication to excellence is
reflected in every aspect of our work

Clients can expect a proactive, high-touch experience designed to simplify and enhance their financial lives. At 4 Pillars Wealth, we believe in consistently going above and beyond to deliver exceptional service and build lasting relationships. This means not only addressing clients' current needs but also anticipating future challenges and opportunities, helping them feel confident and prepared for what lies ahead.

3-2

Empowering Clients Through Knowledge

At The Caton Group, staying informed and knowledgeable is a top priority. Our team avidly tracks industry trends to provide prompt guidance that reflects the latest market developments. By offering up-to-date strategy recommendations and educating clients on the “why” behind them, we make clients feel well-informed in every decision they make. This commitment to education helps clients feel confident as they navigate their financial journeys.

Timeline

2000-2004

Glen began his career in financial services as an independent insurance and mutual funds broker at Courte Insurance & Financial Services, where he assisted Alberta residents with personal insurance and investment solutions. After the company was sold in 2004, he transferred his mutual funds business to Partners in Planning Financial Services.

2005

Earned his Certified Financial Planner designation, allowing him to offer comprehensive wealth accumulation and risk management strategies.

2011

Mutual fund dealer was acquired by IPC Investment Corporation, which provided enhanced support and resources for his growing practice.

2011-2021

Continued serving clients with holistic financial planning, including retirement, investment, and tax planning. He specialized in providing tailored insurance solutions and positively impacting clients' lives through informing their financial decisions.

2021-PRESENT

Serves as a Wealth Planner at Optimize, providing customized insurance solutions and helping clients achieve their financial goals through a structured planning process.

Supporting our community

Firstbook Logo

The Caton Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we work to remove learning barriers and enable the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

 

logo-SickKids-320x200

Advancing pediatric health is a priority for The Caton Group. By contributing to SickKids, we support the process of groundbreaking research and administration of world-class healthcare for children. Our involvement aids the improvement of health outcomes, while also offering hope and healing to families. This commitment underscores our dedication to making a meaningful difference in the lives of young patients and building healthier communities.

 

gordDownie

Promoting cultural awareness and unity is important to The Caton Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission to foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement highlights our commitment to creating a more inclusive and compassionate society for generations to come.

@ 2025 - Optimize Asset Management

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.